Event Calendar
| October 12, 2021 |
October 2021 Breakfast Meeting
Jesse D. Sitz |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| November 9, 2021 |
November 2021 Lunch Meeting
Legislative Update |
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP® |
| January 11, 2022 |
January 2022 Happy Hour
Jodi McGill & Stacie Neussendorfer |
| February 8, 2022 |
February 2022 Lunch Meeting
Competency Issues in Estate Planning |
| March 15, 2022 |
March 2022 Lunch Meeting
Cryptocurrency - rules related to gifting |
| April 12, 2022 |
April 2022 Breakfast Meeting
TBA |
| May 10, 2022 |
2022 Annual Meeting
TBA |
| View Past Events |
